Filed December 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $29,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,153 | $70,486-24.6% | $100,528-47.1% | $79,852-33.4% |
| Participation rate | 46.6% | 73.6%-27.1pp | 79.4%-32.8pp | 69.6%-23.0pp |
| Annual return | 16.30% | 21.90%-5.6pp | 30.90%-14.6pp | 31.72%-15.4pp |
| Employer contribution / active EE | $365 | $2,165-83.1% | $3,419-89.3% | $2,471-85.2% |
| Participant deferral / active EE | $2,983 | $5,182-42.4% | $6,271-52.4% | $3,740-20.3% |
| Admin fee / account holder | $10 | $4,480-99.8% | $8,084-99.9% | $5,306-99.8% |